Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Weekly Markets Monitor: Trade Progress? Last week saw a raft of central bank announcements: the Fed kept rates unchanged, while China and the UK cut. Meanwhile, trade tensions eased as the US reached a deal with the UK and began talks with China. Key events to watch this week include changes in global trade uncertainties, US CPI prints and gold market positioning shifts. 12 May, 2025 Gold Market Commentary: A risk-induced premium that may linger Gold rose 6% m/m in April and is up by nearly 27% y-t-d. A significantly weaker US dollar and overall heightened risk pushed gold higher during the month. We expect US policy and structural risks to continue driving gold investment. Profit taking could bring pause but may also encourage consumers. 8 May, 2025 Weekly Markets Monitor: All hands on gold Last week, markets absorbed strong US earnings and labor data, steady BoJ policy, weak Chinese factory activity, and stronger EU growth, reflecting mixed global momentum. 6 May, 2025 Weekly Markets Monitor: And breathe... Last week, market volatility continued, but signs of easing trade tensions emerged. Concerns over the Fed’s independence also eased. But the IMF downgraded global and regional growth forecasts amid trade risks. 28 April, 2025 Weekly Markets Monitor: The Easter gold surge Tariff uncertainty continued to weigh on global markets last week. Weak US data and new chip export restrictions on China added to concerns. Growth worries drove ECB rate cuts while China’s economy showed resilience in Q1. 21 April, 2025 Weekly Markets Monitor: Gold above US$3,200/oz Trade tensions steered sentiment last week. Trump's temporary tariff relief boosted optimism, but mixed economic data and lingering trade uncertainty kept volatility elevated. 14 April, 2025 Inflation, yields and portfolios in Japan: Adapting to changes After a sizable rise in 2024, the 10-year Japanese government bond (JGB) yield has climbed further in 2025 to date. 9 April, 2025 Weekly Markets Monitor: Tariffs Spare no Land Last week, the US rattled global markets with unexpectedly aggressive reciprocal tariffs, prompting swift retaliation from China and potential countermeasures from others. The aggressive moves raised fears of slower growth, higher inflation, and job losses, overshadowing otherwise positive economic data. 7 April, 2025 Prev Page 15 of 69 Next Latest research Looking for insight and analysis on gold? Our team of experts produce market-leading research and macroeconomic commentary on gold.
Weekly Markets Monitor: Trade Progress? Last week saw a raft of central bank announcements: the Fed kept rates unchanged, while China and the UK cut. Meanwhile, trade tensions eased as the US reached a deal with the UK and began talks with China. Key events to watch this week include changes in global trade uncertainties, US CPI prints and gold market positioning shifts. 12 May, 2025
Gold Market Commentary: A risk-induced premium that may linger Gold rose 6% m/m in April and is up by nearly 27% y-t-d. A significantly weaker US dollar and overall heightened risk pushed gold higher during the month. We expect US policy and structural risks to continue driving gold investment. Profit taking could bring pause but may also encourage consumers. 8 May, 2025
Weekly Markets Monitor: All hands on gold Last week, markets absorbed strong US earnings and labor data, steady BoJ policy, weak Chinese factory activity, and stronger EU growth, reflecting mixed global momentum. 6 May, 2025
Weekly Markets Monitor: And breathe... Last week, market volatility continued, but signs of easing trade tensions emerged. Concerns over the Fed’s independence also eased. But the IMF downgraded global and regional growth forecasts amid trade risks. 28 April, 2025
Weekly Markets Monitor: The Easter gold surge Tariff uncertainty continued to weigh on global markets last week. Weak US data and new chip export restrictions on China added to concerns. Growth worries drove ECB rate cuts while China’s economy showed resilience in Q1. 21 April, 2025
Weekly Markets Monitor: Gold above US$3,200/oz Trade tensions steered sentiment last week. Trump's temporary tariff relief boosted optimism, but mixed economic data and lingering trade uncertainty kept volatility elevated. 14 April, 2025
Inflation, yields and portfolios in Japan: Adapting to changes After a sizable rise in 2024, the 10-year Japanese government bond (JGB) yield has climbed further in 2025 to date. 9 April, 2025
Weekly Markets Monitor: Tariffs Spare no Land Last week, the US rattled global markets with unexpectedly aggressive reciprocal tariffs, prompting swift retaliation from China and potential countermeasures from others. The aggressive moves raised fears of slower growth, higher inflation, and job losses, overshadowing otherwise positive economic data. 7 April, 2025
Weekly Markets Monitor: Trade Progress?
Gold Market Commentary: A risk-induced premium that may linger
Gold rose 6% m/m in April and is up by nearly 27% y-t-d. A significantly weaker US dollar and overall heightened risk pushed gold higher during the month. We expect US policy and structural risks to continue driving gold investment. Profit taking could bring pause but may also encourage consumers.
Weekly Markets Monitor: All hands on gold
Last week, markets absorbed strong US earnings and labor data, steady BoJ policy, weak Chinese factory activity, and stronger EU growth, reflecting mixed global momentum.
Weekly Markets Monitor: And breathe...
Weekly Markets Monitor: The Easter gold surge
Weekly Markets Monitor: Gold above US$3,200/oz
Inflation, yields and portfolios in Japan: Adapting to changes
After a sizable rise in 2024, the 10-year Japanese government bond (JGB) yield has climbed further in 2025 to date.
Weekly Markets Monitor: Tariffs Spare no Land